Sawyer Investment Management Company invests client funds in individual equity portfolios. The firm helps clients develop portfolios tailored to their specific needs, risk tolerance, and expected return. The firm primarily invests in publicly traded bank holding companies.
Assets Under Management$340K
Clients4
Advisors1
Avg. per Client$84K
Avg. per Advisor$340K
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Sawyer Investment Management Company charges an annual fee between 0% and 1% of the value of your portfolio. The fee is calculated monthly based on the average daily balance. This fee is negotiable.
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